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About Zinnia Wealth Management

Our Mission

We recognize that retirement is not just about financial security—it’s about living a fulfilling and purposeful life. That’s why we take the time to understand your values, passions, and priorities.

Our team understands that life is unpredictable, and circumstances can change in an instant. Our holistic retirement planning approach emphasizes flexibility and adaptability. Planning for retirement is a multifaceted endeavor that requires careful consideration of various factors and variables.

With Zinnia Wealth Management as your holistic retirement planner, our goal is to help you Live by Design, Not by Default. We collaborate with trusted partners, including CPAs and estate planning attorneys, to provide comprehensive solutions that address all aspects of your retirement journey.

About Zinnia Wealth Management

Our Mission

Industry Accolades

Zinnia Wealth Management and Charisse Rivers have been publicly recognized and received numerous industry awards.

Click below to read more about them.

Charisse Rivers Named One of Style Magazine's Business Women of 2024

Charisse was featured in and on the cover of the May Issue of Style Magazine. Read all about Charisse's career and community involvement.

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Celebrating the World's Fastest-Growing Gator Businesses in 2023!

For the 5th year in a row Zinnia Wealth Management has made it on the Gator 100 list of the World's Fastest-Growing Gator Businesses in 2023! The Gator100 recognizes the world’s 100 fastest-growing Gator-owned or -led businesses and serves as the University of Florida’s premier entrepreneurial awards program. We are proud to be ranked 41st and awarded the top financial advisory firm.

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20 Fast-Growing, Retirement-Focused Firms from Inc.’s 2022 List.

A number of financial advisory firms with an emphasis on retirement planning landed coveted spots on the new Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America.

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The 2018 NAIFA-Florida Top 4 Advisors Under 40 Award.

As the premier professional association in Florida for insurance and financial advisors, NAIFA-Florida each year is proud to recognize the success of young advisors in our industry. We’re proud to announce that Charisse was one of four winners in 2018!

This award recognizes excellence and achievement in the Insurance and Financial Services field by measuring business production, longevity in the business, professional association involvement, and community involvement for professionals 40 years of age and younger.

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Charisse Rivers Featured in the Ocala Style Magazine!

Charisse was selected for the May Issue of the Ocala Style Magazine, which features a “Women of Style” segment all about women-owned businesses.

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Charisse is an “InvestmentNews 40 Under 40” Winner!

InvestmentNews has just released their 2018, 40 Under 40 Winners and we’re proud to announce that Charisse is one of them! Every year, they showcase the nation’s finest young financial advisors and associated professionals in the financial planning industry. Learn more about her story and how she became a member of the Class of 2018.

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Zinnia Is A 2019 UF Gator100!

Congratulations to us! Zinnia Wealth Management has been selected as a 2019 Gator100 honoree. Each year, the Gator100 recognizes the world’s 100 fastest-growing Gator-owned or -led businesses and serves as the University of Florida’s premier entrepreneurial awards program.

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Zinnia Recognized on WealthManagement.com’s 2019 Thrive List of Fastest-Growing Advisors.

We’re proud to announce that Zinnia Wealth Management has been named a recipient of the WealthManagement.com 2019 Thrive Awards! Honoring the nation’s fastest-growing advisors, WealthManagement.com and Wealth Management Magazine say that “making this list is a testament to the value you provide your clients – and offers you a unique opportunity to get the recognition you deserve as an elite advisor.” We have our amazing clients to thank for helping us in our company’s growth, along with our staff of professionals including our fearless leader, Charisse Rivers.

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Zinnia Is A 2020 UF Gator100!

We a proud to announce for the third year in a row, Zinnia Wealth Management has been selected as a 2020 Gator100 honoree. Now in its sixth year, the Gator100 recognizes the world’s 100 fastest-growing Gator-owned or -led businesses and serves as the University of Florida’s premier entrepreneurial awards program.

We are honored to again be selected to the Gator100 and to continue to serve as an inspiration to our fellow Gators.
Zinnia Is One Of America's Fastest Growing Companies!

In 2021 Inc. magazine revealed that Zinnia Wealth Management is No. 1673 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

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Real Talk Fuels Zinnia Wealth Management's Fast Growth!

Charisse Rivers founded Zinnia Wealth Management in 2007 because she didn’t like where the retirement planning industry was heading. Her colleagues were pushing “outdated practices and old-school theories,” and they weren’t keen to try fresh ideas. So, she launched Zinnia from her home.

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Zinnia Wealth Management Named to the University of Florida’s 2022 Gator100!

We are proud to announce, for the fourth year in a row, Zinnia Wealth Management has been selected as a Gator100 honoree. Each year, the Gator100 recognizes the world’s fastest-growing Gator businesses owned or led by UF alumni and serves as the University of Florida’s premier entrepreneurial awards program.

We are honored to again be selected to the Gator100 and to continue to serve as an inspiration to our fellow Gators.

Read The Full 2022 Press Release →

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